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SBI Securities’s Okta OKTA Stock Holding History

SBI Securities’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$913K Sell
6,691
-385
-5% -$36.2K 0.02% 301
2026
Q1 		$557K Sell
7,076
-21,178
-75% -$1.76M 0.02% 376
2025
Q4 		$2.44M Sell
28,254
-10,429
-27% -$910K 0.06% 168
2025
Q3 		$3.55M Buy
38,683
+2,877
+8% +$269K 0.09% 129
2025
Q2 		$3.58M Buy
35,806
+9,340
+35% +$997K 0.1% 117
2025
Q1 		$2.78M Buy
26,466
+5,067
+24% +$495K 0.09% 131
2024
Q4 		$1.69M Buy
+21,399
New +$1.66M 0.05% 179

Other funds holding OKTA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

SBI Securities's OKTA Position: Q2 2026 in Review

SBI Securities reduced its Okta (OKTA) stake by 5.4% in Q2 2026, selling an estimated $36.2K and leaving 6,691 shares worth $913K. The position accounts for 0.02% of the portfolio, ranked #301.

SBI Securities first reported a position in OKTA in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.58M in Q2 2025. 821 funds tracked by Wall St. Rank hold OKTA as of Q2 2026.

  • SBI Securities held 6,691 shares of Okta worth $913K as of Q2 2026.
  • SBI Securities sold 385 Okta shares in Q2 2026, an estimated $36.2K.
  • Okta made up 0.02% of SBI Securities's portfolio in Q2 2026, its #301 holding.
  • SBI Securities first reported a position in Okta in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Okta position peaked at $3.58M in Q2 2025.
  • 821 funds tracked by Wall St. Rank held Okta as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.